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Trust Company of Vermont’s iShares Morningstar Growth ETF ILCG Stock Holding History

Trust Company of Vermont’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-690
Closed -$40K – 776
2020
Q4 		$40K Buy
+690
New +$38.3K ﹤0.01% 472

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trust Company of Vermont's ILCG Position: Q1 2021 in Review

Trust Company of Vermont sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2021, closing a stake of 690 shares — an estimated $40K sold.

Trust Company of Vermont first reported a position in ILCG in Q4 2020 and held it in 1 quarter. The position peaked at $40K in Q4 2020. 178 funds tracked by Wall St. Rank hold ILCG as of Q1 2021.

  • Trust Company of Vermont reported no remaining iShares Morningstar Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Trust Company of Vermont sold 690 iShares Morningstar Growth ETF shares in Q1 2021, an estimated $40K.
  • Trust Company of Vermont first reported a position in iShares Morningstar Growth ETF in Q4 2020 and held it in 1 quarter.
  • Trust Company of Vermont's iShares Morningstar Growth ETF position peaked at $40K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2021.

Based on Trust Company of Vermont's 13F filing for Q1 2021, filed 16 Apr 2021.